ConnectWise Report Designer Toolbar
The toolbar runs across the top of the Report Designer. Use it to save your work, export reports to external formats, and manage report metadata.
Toolbar buttons
| Button | What it does |
|---|---|
| Save | Saves the report you are currently editing. Report names cannot contain special characters (&, @, #, %, etc.) — use _ or - instead. |
| Save As | Saves a copy of the report under a new name, leaving the original unchanged. Same naming restrictions apply. |
| Print (PDF) | Exports the report as a PDF document. |
| SQL | Displays the underlying SQL query for the report. Read-only — you cannot edit the SQL directly here. |
| CSV | Exports the report as a .csv file. > Note: CSV export is not supported for reports that contain a subreport. |
| Excel | Exports the report as a Microsoft Excel file. |
| Word | Exports the report as a Microsoft Word document. |
| XML | Exports the report as an XML document. |
| Results | Dropdown that controls how many records display in the preview. This setting is not saved with the report. |
| Share to Marketplace | Publishes the report to the ConnectWise Marketplace. You will be prompted to enter a name and description for the shared item. |
| Refresh Metadata | Refreshes the database schema so that new or updated data sources appear in the DataSources tab. Run this after adding or modifying a data source. |